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Innovator US Equity Ultra Buffer ETF August

Name Holding Trade Value Shares
Change
Change in
Stake
SFP
51
Sterling Financial Planning
New Jersey
$284K
4WM
52
4J Wealth Management
Virginia
$268K
UBS Group
53
UBS Group
Switzerland
$258K +$212K +6,446 +529%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$240K
RGF
55
Retirement Guys Formula
Ohio
$238K +$232K +7,068 New
AWS
56
Atria Wealth Solutions
New York
$227K -$1.93M -58,862 -90%
BWM
57
Brown Wealth Management
Illinois
$216K -$19.9K -607 -9%
BWM
58
BCS Wealth Management
Tennessee
$216K
Truist Financial
59
Truist Financial
North Carolina
$214K -$78K -2,374 -27%
TWM
60
Tradition Wealth Management
Minnesota
$213K
AAS
61
Avantax Advisory Services
Texas
$205K +$200K +6,084 New
AF
62
Advisornet Financial
Minnesota
$204K
GFA
63
Gallagher Fiduciary Advisors
Illinois
$202K +$197K +6,009 New
Morgan Stanley
64
Morgan Stanley
New York
$193K -$8.48K -258 -4%
SWM
65
Sugarloaf Wealth Management
Georgia
$170K
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$168K
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$118K -$301K -9,172 -72%
FNWA
68
Financial Network Wealth Advisors
Utah
$116K +$113K +3,448 New
IA
69
IFP Advisors
Florida
$114K
DFA
70
DHJJ Financial Advisors
Illinois
$98.3K -$109K -3,310 -53%
SWM
71
Spire Wealth Management
Virginia
$73.7K
GWM
72
Geneos Wealth Management
Colorado
$56.9K
OCM
73
Orion Capital Management
California
$49K
HI
74
Harbour Investments
Wisconsin
$47.5K
HFM
75
Hartford Financial Management
Connecticut
$32.6K -$5.29K -161 -14%